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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

197 hedge funds and large institutions have $757M invested in iShares Morningstar Growth ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 67 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+14
Holders Change %
+7.65%
% of All Funds
3.18%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
27
Increased
55
Reduced
67
Closed
8
Calls
$223K
Puts
–
Net Calls
+$223K
Net Calls Change
+$16K

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$14M
2
Bank of America
Bank of America
North Carolina
$39.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$11.4M
4
RPGK
Retirement Planning Group (Kansas)
Kansas
$2.72M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$15.2M

Top Sellers

1
FWP
FAS Wealth Partners
Kansas
$33.7M
2
Jane Street
Jane Street
New York
$2.07M
3
W
Wealthquest
Ohio
$0
4
LPL Financial
LPL Financial
California
$57.4M
5
CT
Clearstead Trust
Maine
$40.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
126
Outlook Wealth Advisors
Texas
$328K – – –
VCM
127
Vision Capital Management
Oregon
$328K – – –
BSW
128
Buckingham Strategic Wealth
Missouri
$326K – – –
AWM
129
Accel Wealth Management
Iowa
$312K -$47K -966 -13%
PIC
130
Platt Investment Counsel
Florida
$310K – – –
GRP
131
Global Retirement Partners
California
$307K -$12.2K -250 -4%
JWCA
132
J.W. Cole Advisors
Florida
$306K +$306K +6,283 New
ASN
133
Advisory Services Network
Georgia
$296K +$5.45K +112 +2%
RTL
134
Red Tortoise LLC
Georgia
$294K +$294K +6,040 New
USCWA
135
U.S. Capital Wealth Advisors
Texas
$285K +$285K +5,862 New
BWM
136
Baystate Wealth Management
Massachusetts
$276K -$924 -19 -0.3%
ACM
137
AlphaStar Capital Management
North Carolina
$274K +$1.27K +26 +0.5%
KAS
138
Kestra Advisory Services
Texas
$272K -$613K -12,588 -69%
PCMC
139
Paragon Capital Management (Colorado)
Colorado
$253K -$15.8K -325 -6%
NCM
140
Noesis Capital Mangement
Florida
$252K – – –
TB
141
Treynor Bancshares
Iowa
$243K – – –
M&T Bank
142
M&T Bank
New York
$243K – – –
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$234K -$36.5K -749 -13%
CB
144
Commerce Bank
Missouri
$224K +$224K +4,606 New
FHC
145
First Heartland Consultants
Missouri
$217K +$487 +10 +0.2%
MA
146
Mutual Advisors
Nebraska
$215K – – –
OWA
147
Octavia Wealth Advisors
Ohio
$213K +$213K +4,367 New
IA
148
IFG Advisory
Georgia
$208K +$208K +4,282 New
SPWG
149
Syntegra Private Wealth Group
Missouri
$207K +$207K +4,250 New
REMPR
150
Roof Eidam Maycock Peralta (REMP)
California
$207K – – –
4 5
6
7 8